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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.23M
NYLI MacKay Utah Muni
Price$9.66
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets189.8M
ORTFX vs UTAYX Comparison Chart in %
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ORTFX vs. UTAYX commentary
Oct 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 279M vs. UTAYX (190M). UTAYX pays higher dividends than ORTFX: UTAYX (3.74) vs ORTFX (3.02). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTFX (0.71). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). ORTFX has a lower initial minimum investment than UTAYX: ORTFX (1000) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 3.32 vs. ORTFX (2.40). UTAYX return over 5 years is better than : 3.04 vs. ORTFX (0.32).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 2.873 | 3.512 | 82% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 190M | 147% |
| Annual Yield % from dividends | 3.02 | 3.74 | 81% |
| Returns for 1 year | 2.40 | 3.32 | 72% |
| Returns for 3 years | 9.63 | 12.15 | 79% |
| Returns for 5 years | 0.32 | 3.04 | 11% |
| Returns for 10 years | 12.30 | 19.30 | 64% |
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